We can easily link documents to the corresponding client and case. Only selected people can access and edit them.
The team can put in a few keywords and find whatever documents are on file, easily sort through them, and quickly find out everything they need about the piece of advice
The lack of collaboration between offices and functions is now a thing of the past. M-Files has been an important tool in solving this problem.
As a leading mid-sized tax consulting business, B&B Concept is a catalyst for digitalizing its customers‘ financial processes by increasing efficiency through business process automation.
Up to 270% return on investment with low cost of initial entry and fast time to value.
Increase your win rate by more effectively leveraging your firm’s expertise in new business pitches and building client relationships.
Enable business expansion by enabling your highly skilled consultants and partners to manage more projects through workflow automation.
Spend less time tracking and reporting security compliance and protect sensitive data through role-based permission controls
Give customers a better engagement experience through secure, real-time portals that increase transparency and accelerate turnaround.
Improve work quality by eliminating errors from use of incorrect data and automatically routing documents for review by your firm’s experts.
Eliminate the disruption of data migration and improve productivity faster – in clicks, not code.
Seeing is believing. Schedule a demo to learn how to give your consulting firm a competitive edge by automating processes, enforcing information control, and improving the client experience.